# Board Of Trustees-Sheet Metal Local 110 Health Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-sheet-metal-local-110-health-fund-550711972-501

> Board Of Trustees-Sheet Metal Local 110 Health Fund's Health & Welfare plan: 813 participants, plan year 2024 financials, providers, and benchmarks from Form…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees-Sheet Metal Local 110 Health Fund

- **Sponsor EIN:** 550711972

- **Sponsor Address:** 2001 CALDWELL DRIVE, GOODLETSVILLE, TN, 370701449

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 813

- **Total Assets:** $17.8M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|813|$17.8M|$15.0M|$1.4M|

| 2023|811|$17.9M|$13.5M|$1.5M|

| 2022|465|$16.6M|$9.7M|$1.5M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| SOUTHERN BENEFIT ADMINISTRATORS|Other Service Provider|$165,000|—|$165,000|

| BMS LLC|Other Service Provider|$83,751|—|$83,751|

| WAYNE & ASSOCIATES|Other Service Provider|$28,210|—|$28,210|

| STANDARD VALUATION, INC.|Other Service Provider|$25,625|—|$25,625|

| LEDBETTER PARTNERS LLC|Other Service Provider|$14,746|—|$14,746|

| MANNING AND NAPIER|Other Service Provider|$13,353|—|$13,353|

| CS MCKEE LP|Other Service Provider|$10,457|—|$10,457|

| UNITED ACTUARIAL SERVICES INC.|Other Service Provider|$9,490|—|$9,490|

| FRANK N HESTAND CPA PSC|Auditor|$9,000|—|$9,000|

| FIFTH THIRD BANK|Other Service Provider|$7,275|—|$7,275|

| SEGALL BRYANT & HAMIL|Other Service Provider|$7,067|—|$7,067|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FRANK N HESTAND CPA PSC](https://planprovider.pro/provider/frank-n-hestand-cpa-psc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $373,974

- **Estimated Expense Ratio:** 2.106% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$391,562|$63,778|$248,751|$9,000|—|

| 2023|$425,405|$85,691|$259,850|$9,184|—|

| 2022|$399,645|$83,616|$224,707|—|$53,878|

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